October 12, 2012
--- Jim Lowry and Beau Horack, founders of Carolina Retirement
Group in Huntersville, North Carolina, have joined Capital Guardian LLC. ---
Lowry has more than 12 years of experience in financial
services, specializing in small-business retirement plans and individual retirement
planning. He has worked with a number of firms, including JPMorgan Chase and
Merrill Lynch. Lowry specializes in consulting businesses on their retirement
plans and provides the following services: vendor analysis and benchmarking, investment
due diligence, fiduciary plan review, and high-touch employee education and investment
support.
With over 15 years of experience, Horack specializes in
investment management and financial planning and consulting for corporate
retirement plans, their fiduciaries and their participants.
Capital Guardian, based in Charlotte, North Carolina, is a
wealth management firm with offices throughout the U.S. and a growing
independent channel.
Jill Cornfield